Investment Advisor Representative
CurrentServing clients to help them achieve long-term financial goals
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Luke Cavanagh is listed as Wealth Advisor | Former Corporate Communication Executive at EP Wealth Advisors, a with 138 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Luke Cavanagh.
Luke Cavanagh previously worked as Investment Advisor Representative at Ep Wealth Advisors and Director of Communications at Adapthealth. Luke Cavanagh holds Ba, Communication, English, Philosophy from La Salle University.
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My purpose is to help people discover a better everyday life at work through authentic connections, collaboration, and a clear sense of purpose.That's why my experience is so varied, and I feel proud of to have developed so many useful skills over the years. Today I'm most passionate about really understanding an organization's structure, core business, and mission, and using communication in many ways to drive business results and build a fulfilling culture. Examples of ways I contribute to organizations include:- Working with strategic communication development and execution at every organizational level, from the local project level to the global corporate level. - Connecting with leaders to grasp a broad range of business challenges with quality and speed, and applying core communication skills to help business development initiatives deliver better results faster.- Executing core external communication activities such as press releases, press briefings, media pitches, media relations, and media/speaker preparation, with excellent messaging skills. - Implementing and managing all major internal communication channels: Intranet (SharePoint), company meetings, social media (Yammer, Twitter, LinkedIn), newsletters, video, briefing packages, notice boards, and information screens.- Leading communication in crisis situations. CHANGE MANAGEMENT - Delivering excellent results in change situations by applying structured models, planning, and people-focused communication. Change situations have included major corporate mergers, location openings and closures, workforce reductions, compensation changes, organizational restructuring, and more. (Change models include the four-step model of change, the ADKAR model, the Kubler-Ross Change Curve, and diffusion of innovations.)FACILITATION AND LEARNING- Supporting business teams with facilitation techniques to help them clarify purpose, nurture dialogue to find points of connection between stakeholders, and enable collaboration. I have facilitated business and strategy planning sessions for executive teams, management meetings, project planning sessions, and communication training/workshops.LEADERSHIP- I am a visible and trusted organizational leader with the right mix of experience, knowledge, and intuition to connect authentically with a wide range of people, from co-workers to executives. I have 15 years of experience working in cross-functional regional and global executive teams.
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Media, Pa
Serving clients to help them achieve long-term financial goals
Plymouth Meeting, Pennsylvania, United States
- Managed all internal and external corporate communications for $3 billion (annual), 11,000-employee publicly traded healthcare business operating in 700 locations.- Initiated and managed internal news channels and drove messaging on Environmental, Social, and Governance (ESG) initiatives, company culture and values, business performance, DEI initiatives, employee engagement, and leadership development.- Led crisis communication and public relations (PR) related to corporation, brand, and lines of business.Collaborated with Board of Directors, executive team, compliance, legal, marketing, operations, investor relations, and customer service on internal and external messaging.- Wrote and distributed press releases, pitched news stories, and partnered with marketing team on social media approach.- Developed content for and delivered company-wide town hall meetings, utilizing natural ability to host and speak at events with hundreds of attendees.
King Of Prussia, Usa
- Managed strategy and execution of all communications for purchasing and logistics operations in 300-person organization responsible for $500 million in regional purchasing and $5 billion+ in imported goods annually throughout U.S., Canada, Mexico, and Brazil.- Supported formation of new regional organization that included two new legal companies and two newly-formed supply chain offices.- Led change management and organizational development efforts in dynamic environment under constant transition, including organizational realignment, location closures and openings, and expansion into new markets.- Partnered with global press office, public affairs, and other stakeholders on crisis response, government lobbying, and brand identity.- Established and maintained all communication channels including intranet, internal collaboration and networking platforms, email newsletter, TV screens, and company meetings / town halls. - Contributed to major business development initiatives, including supplier relationships, transport network, customs issues, product supplying, and sustainability.- Organized and delivered emotional intelligence program attended by ~45% of all employees across the enterprise.- Sustained employee engagement metrics that were consistently higher than industry standards, as reflected on reported surveys.
Älmhult, Sweden
- Managed a global Communication Matrix for 25,000-employee global home and office furnishing company retailing in 40 countries across North America, Europe, and Asia Pacific.- Led communications for global logistics management team, improving adoption of logistics strategy and driving multi-billion dollar global business initiatives.- Acted as main cross-functional change leader and central source of information during major corporate transaction and restructuring between Inter IKEA Group and INGKA Group.- Co-owned strategic communications portfolio, tracked implementation and impact of campaigns, and enabled success of business goals.- Effectively set priorities and met deadlines for initiatives, supporting stakeholders and company-wide growth.Aligned and counseled top leaders across disciplines, including supply chain.- Partnered with Human Resources (HR) to develop and offer mindfulness training promoting stress reduction and wellness for employees.
Westampton, Nj
Implemented a new corporate communication function from scratch for an organization of about 2,000 co-workers across U.S. and Canada, including channel landscape, editorial flow, budget, role descriptions, and meeting schedules.Introduced the concept of change management to the organization and led several major successful change initiatives, including facility relocations/closures, implementation of new HR systems, and benefits policy changes.Facilitated more than 20 "Leading in Change" workshops to develop awareness of the importance of change management and plan organizational change initiatives.Regular facilitator in regional executive team meetings.
- Implemented and promoted company intranet, increasing adoption / number of users by 300% and home page views from 60,000 to ~300,000 per month.= Conceived and managed implementation of user dashboards that targeted applicable content to users based on needs of their role.- Ensured alignment and consistency of content by developing guidelines for intranet site publishing, tracking statistics, and conducting bi-annual audits.- Created storyboards and web content, and wrote multimedia articles leveraging prior journalism and editor experience.
Philadelphia, Pa Area
Editor and technology analyst for industry newsletter group covering emerging Web and print publishing technology. Consultant and speaker on industry trends.
Other employees you can reach at epwealth.com. View company contacts for 138 employees →
Rich Derafelo, Cfp®
Colleague at Ep Wealth AdvisorsWest Chester, Pennsylvania, United States
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MM
Michael Mcgrath, Ms, Cfp, Clu
Colleague at Ep Wealth AdvisorsLos Angeles County, California, United States
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Brad Robinson, Cfa, Cfp®
Colleague at Ep Wealth AdvisorsMarietta, Georgia, United States
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SK
Stephen Knadle, Cfa
Colleague at Ep Wealth AdvisorsManhattan Beach, California, United States
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Paul Napolitano
Colleague at Ep Wealth AdvisorsTorrance, California, United States
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Nicole Simpson, Cfp®, Ea
Colleague at Ep Wealth AdvisorsIrvine, California, United States
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KK
Kasey Kishiyama, Mba, Capm®
Colleague at Ep Wealth AdvisorsTorrance, California, United States
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JF
Jennifer Forsyth
Colleague at Ep Wealth AdvisorsWestwood, Massachusetts, United States
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RK
Ryan Kuhn, Ms, Cfp®
Colleague at Ep Wealth AdvisorsPhoenix, Arizona, United States
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JC
Jack Curran, Cfp®
Colleague at Ep Wealth AdvisorsSan Diego, California, United States
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Quick answers generated from the profile data available on this page.
Luke Cavanagh works for EP Wealth Advisors.
Luke Cavanagh is listed as Wealth Advisor | Former Corporate Communication Executive at EP Wealth Advisors.
Luke Cavanagh is based in United States while working with EP Wealth Advisors.
Luke Cavanagh has worked for Ep Wealth Advisors, Adapthealth, Inter Ikea Group, Ikea Group, and Ikea North America Distribution Services.
Luke Cavanagh's colleagues at EP Wealth Advisors include Rich Derafelo, Cfp®, Michael Mcgrath, Ms, Cfp, Clu, Brad Robinson, Cfa, Cfp®, Stephen Knadle, Cfa, and Paul Napolitano.
You can use AeroLeads to view verified contact signals for Luke Cavanagh at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
Luke Cavanagh holds Ba, Communication, English, Philosophy from La Salle University.
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